Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Eklavya Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
−0.98%
6 Months
8.59%
4.93%
1 Year
1.40%
−0.37%
3 Years
11.84%
—
5 Years
6.21%
—
Since Inception
7.85%
4.91%
Fund Age
5 yrs 3 mo
2 yrs 1 mo
AUM
₹3.73 Cr
₹8 Cr
Alpha – 1 Year
−3.32%
−0.02%
Alpha – 3 Years
−0.25%
—
Information Ratio – 3 Years
0.11
—
Volatility – 1 Year
23.13%
12.93%
Volatility – 3 Years
17.54%
—
Beta – 1 Year
1.25
0.72
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.06
-0.38
Sharpe Ratio – 3 Years
0.45
—
Worst Rolling Year
5.77%
6.09%
Value at Worst Rolling Year
₹1.06 Cr
₹1.06 Cr
Deepest Drawdown
−23.48%
−12.49%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
6.78%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 3% · M 32% · S 59%
L 23% · M 8% · S 36%
Number of Stocks
19
30
Portfolio P/E
26.66
24.51
Top 5 Holdings
Godrej Industries Ltd · 10.94%
Steel Authority of India Ltd · 8.51%
EIH Ltd · 8.34%
ACC Ltd · 7.75%
Sagility Ltd · 5.94%
AXIS Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 2% / 0%